White Paper: Understanding the Trustee's Duty to Diversify

Market Study: Average Investment Management Fees

In this market study by AdvisorHQ, they collected data from investment advisers across the country to identify industry-average fee levels for a range of portfolio sizes. This data can help you verify if your fees are consistent with industry norms.

Template: Investment Manager Selection RFP

This sample RFP will help you identify 27 questions every prudent trustee will ask, create the record that you acted thoughtfully in the manager selection, and establish the basis for ongoing monitoring of the manager’s activities.

Fiduciary Risk Diagnostic for Individual Trustees

Few trustees have the time or experience to become fiduciary governance experts, and the consequences can be serious. Take a risk diagnostic to verify that you havn’t overlooked any key responsibilities.